Cosner Financial Group, LLC Top Holdings and 13F Report (2024) About Cosner Financial Group, LLCInvestment ActivityCosner Financial Group, LLC has $155.07 million in total holdings as of September 30, 2024.Cosner Financial Group, LLC owns shares of 36 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.99% of the portfolio was purchased this quarter.About 1.42% of the portfolio was sold this quarter.This quarter, Cosner Financial Group, LLC has purchased 32 new stocks and bought additional shares in 10 stocks.Cosner Financial Group, LLC sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $19,217,006iShares Morningstar Mid-Cap Growth ETF $17,802,129iShares Core S&P U.S. Value ETF $13,428,239iShares S&P 500 Value ETF $12,705,256iShares Russell Top 200 Growth ETF $12,345,718 Largest New Holdings this Quarter iShares 10+ Year Investment Grade Corporate Bond ETF $5,073,042 HoldingAMERICAN HEALTHCARE REIT INC $1,696,213 HoldingiShares MSCI Emerging Markets ex China ETF $572,057 HoldingWalmart $200,583 Holding Largest Purchases this Quarter iShares 10+ Year Investment Grade Corporate Bond ETF 94,664 shares (about $5.07M)AMERICAN HEALTHCARE REIT INC 64,989 shares (about $1.70M)iShares MSCI Emerging Markets ex China ETF 9,361 shares (about $572.06K)Walmart 2,484 shares (about $200.58K)iShares Broad USD Investment Grade Corporate Bond ETF 3,379 shares (about $177.67K) Largest Sales this Quarter iShares National Muni Bond ETF 14,636 shares (about $1.59M)iShares Core S&P Total U.S. Stock Market ETF 1,345 shares (about $168.96K)iShares Core S&P U.S. Growth ETF 909 shares (about $119.91K)iShares Morningstar Mid-Cap Growth ETF 1,193 shares (about $87.05K)iShares Core S&P U.S. Value ETF 911 shares (about $86.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCosner Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$19,217,006$168,959 ▼-0.9%152,97712.4%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$17,802,129$87,053 ▼-0.5%243,96511.5%ETFIUSViShares Core S&P U.S. Value ETF$13,428,239$86,991 ▼-0.6%140,6258.7%ManufacturingIVEiShares S&P 500 Value ETF$12,705,256$50,476 ▼-0.4%64,4388.2%ETFIWYiShares Russell Top 200 Growth ETF$12,345,718$41,810 ▼-0.3%56,1048.0%ETFIVViShares Core S&P 500 ETF$12,052,826$19,035 ▼-0.2%20,8957.8%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$11,263,850$177,668 ▲1.6%214,2237.3%ManufacturingIUSGiShares Core S&P U.S. Growth ETF$8,882,489$119,907 ▼-1.3%67,3375.7%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$7,539,957$13,165 ▲0.2%74,4544.9%FinanceIVWiShares S&P 500 Growth ETF$5,811,637$22,405 ▼-0.4%60,6963.7%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$5,073,042$5,073,042 ▲New Holding94,6643.3%ETFCVXChevron$3,676,596$3,829 ▲0.1%24,9652.4%Oils/EnergyIDEViShares Core MSCI International Developed Markets ETF$3,240,189$354 ▼0.0%45,7462.1%ETFMUBiShares National Muni Bond ETF$2,786,794$1,589,909 ▼-36.3%25,6541.8%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,748,2060.0%34,6661.1%ManufacturingAMERICAN HEALTHCARE REIT INC$1,696,213$1,696,213 ▲New Holding64,9891.1%COM SHSIWMiShares Russell 2000 ETF$1,669,067$2,209 ▼-0.1%7,5561.1%FinanceIJHiShares Core S&P Mid-Cap ETF$1,648,676$1,683 ▼-0.1%26,4551.1%ETFGOVTiShares U.S. Treasury Bond ETF$1,320,0470.0%56,2920.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,234,353$3,125 ▲0.3%12,6410.8%ETFFBNDFidelity Total Bond ETF$978,504$234 ▲0.0%20,9350.6%ETFSUBiShares Short-Term National Muni Bond ETF$960,4890.0%9,0450.6%ETFVUGVanguard Growth ETF$931,0740.0%2,4250.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$920,798$3,727 ▼-0.4%9,1420.6%ETFGCOWPacer Global Cash Cows Dividend ETF$808,313$438 ▲0.1%22,1520.5%ETFDHRDanaher$793,1910.0%2,8530.5%Multi-Sector ConglomeratesHYGiShares iBoxx $ High Yield Corporate Bond ETF$731,437$161 ▲0.0%9,1080.5%ETFJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$658,201$105 ▲0.0%6,2660.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$592,5800.0%5,2450.4%FinanceCALFPacer US Small Cap Cash Cows 100 ETF$586,544$1,396 ▲0.2%12,6080.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$572,057$572,057 ▲New Holding9,3610.4%ManufacturingEPIWisdomTree India Earnings Fund$412,3090.0%8,1710.3%FinanceUNHUnitedHealth Group$272,073$585 ▲0.2%4650.2%MedicalIJJiShares S&P Mid-Cap 400 Value ETF$265,9070.0%2,1510.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$241,4810.0%2,2430.2%ETFWMTWalmart$200,583$200,583 ▲New Holding2,4840.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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